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IRS Procedural Forms and Analysis

IRS Procedural Forms and Analysis

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Main volume(s), which includes latest update; future updates sold separately.
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Easily locate and prepare the IRS procedural forms you need.

IRS Procedural Forms and Analysis helps busy practitioners locate and prepare the appropriate IRS procedural forms, statements and elections -- specifically those that are used to secure some administrative action from the IRS.

The discussion format provides quick and easy access to explanations of needed forms. It provides more than 115 of the most up-to-date forms and demonstrates how to select and prepare information and procedural forms for all taxpayer types, including individuals, corporations, partnerships, employers and employees, fiduciaries, trusts and estates.

Explanations of specific procedures, completed forms and sample text are provided for:

  • Amended returns
  • Requests for extensions
  • Claims for refunds
  • Examinations and administrative appeals
  • Requests for rulings
  • Estimated taxes
  • Information returns
  • Interest on underpayments or overpayments

  • Saltzman & Saltzman: IRS Procedural Forms and Analysis
    • Chapter 0: Special Report—The American Jobs Creation Act of 2004 and the Working Families Tax Relief Act of 2004
    • Chapter 1: Fundamentals
      • A. Taxpayer Identification Numbers
      • B. Signing and Filing Returns
      • C. Return Preparer Penalties
      • D. Problems Resolution Program
        • Appendix 1-1. The Taxpayer Advocate Service of the IRS
    • Chapter 2: Estimated Tax
    • Chapter 3: Extensions
      • A. Request Extensions of Time to File
      • B. Extensions of Time for Paying Tax
    • Chapter 4: Information Returns
      • A. Procedural Requirements for Filing Information Returns
      • B. Payroll, Withholding, and Related Forms
      • C. Forms 1098, 1099, 5498, and W-2G
      • D. Miscellaneous Forms
      • Appendix 4-1. Instructions for Forms 1099, 1098, 5498, and W-2G
    • Chapter 5: Claims for Refund
      • A. Overview of Rules
      • B. Processing the Claim
      • C. Forms Used to Claim Refund
    • Chapter 6: Interest
    • Chapter 7: Examination and Administrative Appeals Forms
      • A. Examination Forms
      • B. Conclusion of Examination Without Administrative Appeal
      • C. Appeals Forms
    • Chapter 8: Rulings
    • Chapter 9: Collection Forms
      • A. Financial Statements
      • B. Installment or Part Payment Agreements
      • C. Tax Liens
      • D. Tax Levies
    • Chapter 10: Procedural Elections and Compliance Aids